Get Clarity on your financial life plan
The Clarity Advantage
We offer integrated financial planning and wealth management to help you get the most of what you value from your wealth. Every plan begins with us getting to know your unique values and priorities, analyzing your full financial situation to craft personalized strategies, then working with you to implement your plan.
Integrated Financial Planning and Wealth Management$5,000 annual minimum fee (0.65-1% of Assets Under Management)
We take a comprehensive and holistic approach to financial planning. What does holistic mean? Holistic financial planning means designing a plan that aligns your values and goals with your finances. We work with you to focus on what matters to you and help you get where you want to be.
Likewise, the many facets of your financial life are interconnected and need to be analyzed as a whole in order to most effectively be positioned to achieve your life goals. These areas include retirement, investment, tax, insurance and estate planning.
Whether you plan to travel the world or live near your grandkids in your later years, retirement planning is essential to success. We will help you create an investment plan to reach your goals, as well as a retirement income plan that to support your desired lifestyle.
Tax planning is an important and frequently overlooked part of maintaining a healthy financial portfolio. Our tax planning process incorporates a long term view of your financial life to find a tax efficient plan over time that includes tax advantaged accounts, investment strategies and estate planning. We also collaborate with clients’ tax professionals to facilitate tax preparation.
Understanding your risk profile is crucial to ensuring you’re financially prepared for life’s uncertainties. We can help you find solutions that fits you and your family’s budget and risk management needs, keeping you covered for the potential loss of a loved one, health, or other curveballs that life may throw your way.
We help you think through your estate plan in order to protect your legacy and loved ones and minimize the tax burden on assets left behind in the event that you become incapacitated.
Navigating financial lives in more than one country can become complicated quickly. Avoid common pitfalls and costly tax mistakes by making a plan before you move, and by working with a financial planner that has expertise in crossborder planning.